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Amer Natl Bnkshs Ille VA (AMNBUSD)

Q4 2023 vs Q1 2024

Comparing institutional holders between quarters

Quarters

Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
BlackRock Inc.
DECREASED
Shares731,399 from 786,336
Change-54,937 (-7%)
Value$34.9M (-$3.4M)
Filed 2024-05-10
Vanguard Group Inc
INCREASED
Shares531,234 from 519,529
Change+11,705 (+2%)
Value$25.4M (+$44.7K)
Filed 2024-05-10
Dimensional Fund Advisors LP
INCREASED
Shares472,109 from 468,399
Change+3,710 (+1%)
Value$22.5M (-$287.7K)
Filed 2024-05-10
Millennium Management LLC
INCREASED
Shares284,254 from 156,813
Change+127,441 (+81%)
Value$13.6M (+$5.9M)
Filed 2024-05-15
Alliancebernstein L.P.
DECREASED
Shares230,892 from 231,742
Change-850 (0%)
Value$11.0M (-$270.0K)
Filed 2024-05-14
Geode Capital Management, LLC
INCREASED
Shares227,575 from 221,896
Change+5,679 (+3%)
Value$10.9M (+$53.2K)
Filed 2024-05-13
Bank of New York Mellon Corp
DECREASED
Shares223,993 from 229,370
Change-5,377 (-2%)
Value$10.7M (-$483.9K)
Filed 2024-04-25
State Street Corp
DECREASED
Shares208,649 from 220,140
Change-11,491 (-5%)
Value$10.0M (-$766.7K)
Filed 2024-05-15
Magnetar Financial LLC
UNCHANGED
Shares200,506 from 200,506
Change0 (0%)
Value$9.6M (-$198.5K)
Filed 2024-05-15
Qube Research & Technologies Ltd
INCREASED
Shares135,765 from 82,216
Change+53,549 (+65%)
Value$6.5M (+$2.5M)
Filed 2024-05-14
American National Bank & Trust Co
NEW
Shares123,490
Change+123,490
Value$5.9M
Filed 2024-04-19
Susquehanna International Group, LLP
DECREASED
Shares116,744 from 117,194
Change-450 (0%)
Value$5.6M (-$137.5K)
Filed 2024-05-07
Gardner Lewis Asset Management L P
INCREASED
Shares105,654 from 85,702
Change+19,952 (+23%)
Value$5.0M (+$868.1K)
Filed 2024-05-13
Boothbay Fund Management, LLC
UNCHANGED
Shares101,862 from 101,862
Change0 (0%)
Value$4.9M (-$100.8K)
Filed 2024-05-15
Northern Trust Corp
DECREASED
Shares99,586 from 99,849
Change-263 (0%)
Value$4.8M (-$111.4K)
Filed 2024-05-14
Renaissance Technologies LLC
DECREASED
Shares98,291 from 99,291
Change-1,000 (-1%)
Value$4.7K (-$146)
Filed 2024-05-13
Yakira Capital Management, Inc.
INCREASED
Shares88,401 from 88,033
Change+368 (+0%)
Value$4.2M (-$69.6K)
Filed 2024-05-14
Manufacturers Life Insurance Company, the
UNCHANGED
Shares88,237 from 88,237
Change0 (0%)
Value$4.2M (-$94.0K)
Filed 2024-05-14
Skandinaviska Enskilda Banken AB (publ)
UNCHANGED
Shares87,242 from 87,242
Change0 (0%)
Value$4.2M (-$86.4K)
Filed 2024-05-13
Franklin Resources Inc
UNCHANGED
Shares79,729 from 79,729
Change0 (0%)
Value$3.8M (-$78.9K)
Filed 2024-05-13
Gabelli & Co Investment Advisers, Inc.
UNCHANGED
Shares71,174 from 71,174
Change0 (0%)
Value$3.4M (-$70.5K)
Filed 2024-05-14
Gabelli Funds LLC
UNCHANGED
Shares64,864 from 64,864
Change0 (0%)
Value$3.1M (-$64.2K)
Filed 2024-05-14
Bridgeway Capital Management, LLC
INCREASED
Shares64,364 from 61,389
Change+2,975 (+5%)
Value$3.1M (+$81.3K)
Filed 2024-05-15
Omers Administration Corp
INCREASED
Shares42,400 from 38,000
Change+4,400 (+12%)
Value$2.0M (+$172.5K)
Filed 2024-05-14
Bank of Montreal
NEW
Shares41,534
Change+41,534
Value$2.0M
Filed 2024-05-13
Empowered Funds, LLC
INCREASED
Shares39,364 from 36,389
Change+2,975 (+8%)
Value$1.9M (+$106.1K)
Filed 2024-05-07
LPL Financial LLC
INCREASED
Shares35,827 from 34,420
Change+1,407 (+4%)
Value$1.7M (+$33.1K)
Filed 2024-05-10
Balyasny Asset Management L.P.
DECREASED
Shares33,165 from 75,402
Change-42,237 (-56%)
Value$1.6M (-$2.1M)
Filed 2024-05-13
American Century Companies Inc
DECREASED
Shares29,623 from 36,355
Change-6,732 (-19%)
Value$1.4M (-$357.5K)
Filed 2024-05-14
Charles Schwab Investment Management Inc
DECREASED
Shares27,592 from 27,898
Change-306 (-1%)
Value$1.3M (-$42.2K)
Filed 2024-05-09
Nuveen Asset Management, LLC
UNCHANGED
Shares25,588 from 25,588
Change0 (0%)
Value$1.2M (-$25.3K)
Filed 2024-05-13
Prelude Capital Management, LLC
INCREASED
Shares25,176 from 21,257
Change+3,919 (+18%)
Value$1.2M (+$166.1K)
Filed 2024-05-15
Citigroup Inc
INCREASED
Shares22,862 from 1,650
Change+21,212 (+1286%)
Value$1.1M (+$1.0M)
Filed 2024-05-10
Invesco Ltd.
INCREASED
Shares22,188 from 7,711
Change+14,477 (+188%)
Value$1.1M (+$683.8K)
Filed 2024-05-14
Cary Street Partners Investment Advisory LLC
DECREASED
Shares19,708 from 24,708
Change-5,000 (-20%)
Value$941.3K (-$263.3K)
Filed 2024-04-30
JPMorgan Chase & Co
DECREASED
Shares18,844 from 41,276
Change-22,432 (-54%)
Value$900.0K (-$1.1M)
Filed 2024-12-26
Trust Co of the South
NEW
Shares18,494
Change+18,494
Value$883.3K
Filed 2024-04-10
Morgan Stanley
DECREASED
Shares18,070 from 23,767
Change-5,697 (-24%)
Value$863.1K (-$295.6K)
Filed 2024-10-17
Chicago Capital Management, LLC
INCREASED
Shares17,629 from 16,129
Change+1,500 (+9%)
Value$842.0K (+$55.7K)
Filed 2024-05-09
Brown Advisory Inc
DECREASED
Shares17,575 from 22,075
Change-4,500 (-20%)
Value$839.4K (-$236.8K)
Filed 2024-04-24
Stifel Financial Corp
INCREASED
Shares17,555 from 15,580
Change+1,975 (+13%)
Value$838.4K (+$78.9K)
Filed 2024-05-14
Rhumbline Advisers
INCREASED
Shares16,594 from 16,074
Change+520 (+3%)
Value$792.5K (+$8.9K)
Filed 2024-05-09
Wilbanks Smith & Thomas Asset Management LLC
UNCHANGED
Shares15,453 from 15,453
Change0 (0%)
Value$738.0K (-$15.3K)
Filed 2024-05-07
De Lisle Partners LLP
NEW
Shares15,234
Change+15,234
Value$726.4K
Filed 2024-05-08
Wolverine Asset Management LLC
UNCHANGED
Shares14,750 from 14,750
Change0 (0%)
Value$704.5K (-$14.6K)
Filed 2024-05-13
CSS LLC
NEW
Shares14,367
Change+14,367
Value$686.2K
Filed 2024-05-15
Harbor Advisors LLC
UNCHANGED
Shares13,811 from 13,811
Change0 (0%)
Value$659.6K (-$13.7K)
Filed 2024-05-01
Raymond James Financial Services Advisors, Inc.
DECREASED
Shares13,784 from 14,469
Change-685 (-5%)
Value$658.3K (-$47.1K)
Filed 2024-04-22
Advisory Services Network, LLC
DECREASED
Shares10,065 from 10,715
Change-650 (-6%)
Value$480.7K (-$41.7K)
Filed 2024-05-06
Ledyard National Bank
UNCHANGED
Shares9,984 from 9,984
Change0 (0%)
Value$476.8K (-$9.9K)
Filed 2024-05-09
Royal Bank of Canada
DECREASED
Shares9,950 from 10,308
Change-358 (-3%)
Value$475.0K (-$28.0K)
Filed 2024-11-05
PenderFund Capital Management Ltd.
DECREASED
Shares9,887 from 11,770
Change-1,883 (-16%)
Value$639.6K (-$120.7K)
Filed 2024-05-15
UBS Group AG
DECREASED
Shares8,170 from 11,431
Change-3,261 (-29%)
Value$390.2K (-$167.1K)
Filed 2024-05-13
Barclays PLC
DECREASED
Shares7,137 from 14,064
Change-6,927 (-49%)
Value$340.9K (-$344.8K)
Filed 2026-03-24
Wells Fargo & Company
DECREASED
Shares6,712 from 6,780
Change-68 (-1%)
Value$320.6K (-$10.0K)
Filed 2024-05-10
Atlantic Union Bankshares Corp
UNCHANGED
Shares6,521 from 6,521
Change0 (0%)
Value$311.4K (-$6.5K)
Filed 2024-04-16
Deutsche Bank Ag\
UNCHANGED
Shares6,012 from 6,012
Change0 (0%)
Value$287.1K (-$6.0K)
Filed 2025-06-02
Diversified Trust Co
UNCHANGED
Shares5,694 from 5,694
Change0 (0%)
Value$271.9K (-$5.6K)
Filed 2024-04-18
Captrust Financial Advisors
DECREASED
Shares5,665 from 12,290
Change-6,625 (-54%)
Value$270.6K (-$328.6K)
Filed 2024-05-15
Citadel Advisors LLC
NEW
Shares5,573
Change+5,573
Value$266.2K
Filed 2024-05-15
Goldman Sachs Group Inc
DECREASED
Shares5,332 from 9,073
Change-3,741 (-41%)
Value$254.7K (-$187.7K)
Filed 2024-05-15
Beacon Pointe Advisors, LLC
UNCHANGED
Shares5,302 from 5,302
Change0 (0%)
Value$253.2K (-$5.2K)
Filed 2024-05-14
MetLife Investment Management, LLC
DECREASED
Shares5,199 from 10,398
Change-5,199 (-50%)
Value$248.3K (-$258.6K)
Filed 2024-05-14
American International Group, Inc.
DECREASED
Shares5,071 from 5,114
Change-43 (-1%)
Value$242.2K (-$7.1K)
Filed 2024-05-13
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares5,042 from 5,042
Change0 (0%)
Value$240.8K (-$5.0K)
Filed 2024-05-06
CoreCap Advisors, LLC
DECREASED
Shares4,861 from 5,636
Change-775 (-14%)
Value$232.2K (-$42.6K)
Filed 2024-08-08
Salzhauer Michael
UNCHANGED
Shares4,604 from 4,604
Change0 (0%)
Value$219.9K (-$4.6K)
Filed 2024-04-26
New York State Common Retirement Fund
DECREASED
Shares3,983 from 3,991
Change-8 (0%)
Value$190.2K (-$4.3K)
Filed 2025-10-08
Allworth Financial LP
UNCHANGED
Shares3,560 from 3,560
Change0 (0%)
Value$170.0K (-$3.5K)
Filed 2024-04-25
Osaic Holdings, Inc.
INCREASED
Shares2,027 from 2,014
Change+13 (+1%)
Value$96.9K (-$1.3K)
Filed 2024-05-10
California State Teachers Retirement System
DECREASED
Shares1,035 from 1,693
Change-658 (-39%)
Value$49.4K (-$33.1K)
Filed 2024-05-16
Proequities, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$47.8K (-$990)
Filed 2024-05-01
Ameritas Investment Partners, Inc.
UNCHANGED
Shares942 from 942
Change0 (0%)
Value$45.0K (-$933)
Filed 2024-05-13
Legal & General Group Plc
UNCHANGED
Shares892 from 892
Change0 (0%)
Value$42.6K (-$883)
Filed 2025-05-29
Metropolitan Life Insurance Co
UNCHANGED
Shares549 from 549
Change0 (0%)
Value$26.2K (-$544)
Filed 2024-05-14
BNP Paribas Financial Markets
DECREASED
Shares529 from 2,859
Change-2,330 (-81%)
Value$25.3K (-$114.1K)
Filed 2024-05-01
Concord Wealth Partners
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$23.9K (-$495)
Filed 2024-04-30
FMR LLC
INCREASED
Shares491 from 459
Change+32 (+7%)
Value$23.5K (+$1.1K)
Filed 2026-11-05
Heritage Wealth Advisors
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$15.2K (-$315)
Filed 2024-12-12
Global Retirement Partners, LLC
INCREASED
Shares311 from 309
Change+2 (+1%)
Value$14.8K (+$592)
Filed 2024-04-23
Geneos Wealth Management Inc.
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$4.1K (-$86)
Filed 2024-05-03
Gamma Investing LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$2.3K (+$118)
Filed 2024-04-05
Nisa Investment Advisors, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.2K (-$25)
Filed 2024-05-02
PNC Financial Services Group, Inc.
INCREASED
Shares23 from 11
Change+12 (+109%)
Value$1.1K (+$562)
Filed 2024-05-10
Russell Investments Group, Ltd.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$287 (-$6)
Filed 2024-05-08
Avior Wealth Management, LLC
NEW
Shares2
Change+2
Value$95
Filed 2024-04-30
CWM, LLC
NEW
Shares2
Change+2
Value$0
Filed 2024-04-05
Covestor Ltd
NEW
Shares0
Change0
Value$0
Filed 2024-05-10
Smith Salley Wealth Management
CLOSED
Shares0 from 124,702
Change-124,702 (-100%)
Value$0 (-$6.1M)
Filed 2024-05-02
New York Life Investment Management LLC
CLOSED
Shares0 from 30,189
Change-30,189 (-100%)
Value$0 (-$1.5M)
Filed 2024-05-06
Bank of America Corp
CLOSED
Shares0 from 12,879
Change-12,879 (-100%)
Value$0 (-$627.9K)
Filed 2025-03-18
Virtu Financial LLC
CLOSED
Shares0 from 12,276
Change-12,276 (-100%)
Value$0 (-$598)
Filed 2024-05-20
Carolinas Wealth Consulting LLC
CLOSED
Shares0 from 10,164
Change-10,164 (-100%)
Value$0 (-$10.2K)
Filed 2024-05-15
Arlington Partners LLC
CLOSED
Shares0 from 9,209
Change-9,209 (-100%)
Value$0 (-$448.9K)
Filed 2024-04-16
SG Americas Securities, LLC
CLOSED
Shares0 from 5,607
Change-5,607 (-100%)
Value$0 (-$273)
Filed 2024-05-06
Truist Financial Corp
CLOSED
Shares0 from 5,524
Change-5,524 (-100%)
Value$0 (-$269.3K)
Filed 2024-05-13
Water Island Capital LLC
CLOSED
Shares0 from 5,339
Change-5,339 (-100%)
Value$0 (-$260.3K)
Filed 2024-11-14
Voya Investment Management LLC
CLOSED
Shares0 from 5,043
Change-5,043 (-100%)
Value$0 (-$245.8K)
Filed 2025-02-07
ORG Partners LLC
CLOSED
Shares0 from 2,432
Change-2,432 (-100%)
Value$0 (-$118.6K)
Filed 2024-05-06
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 1,378
Change-1,378 (-100%)
Value$0 (-$67.2K)
Filed 2024-05-15
Amalgamated Bank
CLOSED
Shares0 from 915
Change-915 (-100%)
Value$0 (-$45.0K)
Filed 2024-04-23
West Tower Group, LLC
CLOSED
Shares0 from 63
Change-63 (-100%)
Value$0 (-$3.1K)
Filed 2024-05-14
Status
BlackRock Inc.
DECREASED731,399786,336-54,937-7%$38.3M$34.9M-$3.4M2024-05-10
Vanguard Group Inc
INCREASED531,234519,529+11,705+2%$25.3M$25.4M+$44.7K2024-05-10
Dimensional Fund Advisors LP
INCREASED472,109468,399+3,710+1%$22.8M$22.5M-$287.7K2024-05-10
Millennium Management LLC
INCREASED284,254156,813+127,441+81%$7.6M$13.6M+$5.9M2024-05-15
Alliancebernstein L.P.
DECREASED230,892231,742-8500%$11.3M$11.0M-$270.0K2024-05-14
Geode Capital Management, LLC
INCREASED227,575221,896+5,679+3%$10.8M$10.9M+$53.2K2024-05-13
Bank of New York Mellon Corp
DECREASED223,993229,370-5,377-2%$11.2M$10.7M-$483.9K2024-04-25
State Street Corp
DECREASED208,649220,140-11,491-5%$10.7M$10.0M-$766.7K2024-05-15
Magnetar Financial LLC
UNCHANGED200,506200,50600%$9.8M$9.6M-$198.5K2024-05-15
Qube Research & Technologies Ltd
INCREASED135,76582,216+53,549+65%$4.0M$6.5M+$2.5M2024-05-14
American National Bank & Trust Co
NEW123,490—+123,490——$5.9M—2024-04-19
Susquehanna International Group, LLP
DECREASED116,744117,194-4500%$5.7M$5.6M-$137.5K2024-05-07
Gardner Lewis Asset Management L P
INCREASED105,65485,702+19,952+23%$4.2M$5.0M+$868.1K2024-05-13
Boothbay Fund Management, LLC
UNCHANGED101,862101,86200%$5.0M$4.9M-$100.8K2024-05-15
Northern Trust Corp
DECREASED99,58699,849-2630%$4.9M$4.8M-$111.4K2024-05-14
Renaissance Technologies LLC
DECREASED98,29199,291-1,000-1%$4.8K$4.7K-$1462024-05-13
Yakira Capital Management, Inc.
INCREASED88,40188,033+368+0%$4.3M$4.2M-$69.6K2024-05-14
Manufacturers Life Insurance Company, the
UNCHANGED88,23788,23700%$4.3M$4.2M-$94.0K2024-05-14
Skandinaviska Enskilda Banken AB (publ)
UNCHANGED87,24287,24200%$4.3M$4.2M-$86.4K2024-05-13
Franklin Resources Inc
UNCHANGED79,72979,72900%$3.9M$3.8M-$78.9K2024-05-13
Gabelli & Co Investment Advisers, Inc.
UNCHANGED71,17471,17400%$3.5M$3.4M-$70.5K2024-05-14
Gabelli Funds LLC
UNCHANGED64,86464,86400%$3.2M$3.1M-$64.2K2024-05-14
Bridgeway Capital Management, LLC
INCREASED64,36461,389+2,975+5%$3.0M$3.1M+$81.3K2024-05-15
Omers Administration Corp
INCREASED42,40038,000+4,400+12%$1.9M$2.0M+$172.5K2024-05-14
Bank of Montreal
NEW41,534—+41,534——$2.0M—2024-05-13
Empowered Funds, LLC
INCREASED39,36436,389+2,975+8%$1.8M$1.9M+$106.1K2024-05-07
LPL Financial LLC
INCREASED35,82734,420+1,407+4%$1.7M$1.7M+$33.1K2024-05-10
Balyasny Asset Management L.P.
DECREASED33,16575,402-42,237-56%$3.7M$1.6M-$2.1M2024-05-13
American Century Companies Inc
DECREASED29,62336,355-6,732-19%$1.8M$1.4M-$357.5K2024-05-14
Charles Schwab Investment Management Inc
DECREASED27,59227,898-306-1%$1.4M$1.3M-$42.2K2024-05-09
Nuveen Asset Management, LLC
UNCHANGED25,58825,58800%$1.2M$1.2M-$25.3K2024-05-13
Prelude Capital Management, LLC
INCREASED25,17621,257+3,919+18%$1.0M$1.2M+$166.1K2024-05-15
Citigroup Inc
INCREASED22,8621,650+21,212+1286%$80.4K$1.1M+$1.0M2024-05-10
Invesco Ltd.
INCREASED22,1887,711+14,477+188%$375.9K$1.1M+$683.8K2024-05-14
Cary Street Partners Investment Advisory LLC
DECREASED19,70824,708-5,000-20%$1.2M$941.3K-$263.3K2024-04-30
JPMorgan Chase & Co
DECREASED18,84441,276-22,432-54%$2.0M$900.0K-$1.1M2024-12-26
Trust Co of the South
NEW18,494—+18,494——$883.3K—2024-04-10
Morgan Stanley
DECREASED18,07023,767-5,697-24%$1.2M$863.1K-$295.6K2024-10-17
Chicago Capital Management, LLC
INCREASED17,62916,129+1,500+9%$786.3K$842.0K+$55.7K2024-05-09
Brown Advisory Inc
DECREASED17,57522,075-4,500-20%$1.1M$839.4K-$236.8K2024-04-24
Stifel Financial Corp
INCREASED17,55515,580+1,975+13%$759.5K$838.4K+$78.9K2024-05-14
Rhumbline Advisers
INCREASED16,59416,074+520+3%$783.6K$792.5K+$8.9K2024-05-09
Wilbanks Smith & Thomas Asset Management LLC
UNCHANGED15,45315,45300%$753.3K$738.0K-$15.3K2024-05-07
De Lisle Partners LLP
NEW15,234—+15,234——$726.4K—2024-05-08
Wolverine Asset Management LLC
UNCHANGED14,75014,75000%$719.1K$704.5K-$14.6K2024-05-13
CSS LLC
NEW14,367—+14,367——$686.2K—2024-05-15
Harbor Advisors LLC
UNCHANGED13,81113,81100%$673.3K$659.6K-$13.7K2024-05-01
Raymond James Financial Services Advisors, Inc.
DECREASED13,78414,469-685-5%$705.4K$658.3K-$47.1K2024-04-22
Advisory Services Network, LLC
DECREASED10,06510,715-650-6%$522.4K$480.7K-$41.7K2024-05-06
Ledyard National Bank
UNCHANGED9,9849,98400%$486.7K$476.8K-$9.9K2024-05-09
Royal Bank of Canada
DECREASED9,95010,308-358-3%$503.0K$475.0K-$28.0K2024-11-05
PenderFund Capital Management Ltd.
DECREASED9,88711,770-1,883-16%$760.3K$639.6K-$120.7K2024-05-15
UBS Group AG
DECREASED8,17011,431-3,261-29%$557.3K$390.2K-$167.1K2024-05-13
Barclays PLC
DECREASED7,13714,064-6,927-49%$685.6K$340.9K-$344.8K2026-03-24
Wells Fargo & Company
DECREASED6,7126,780-68-1%$330.5K$320.6K-$10.0K2024-05-10
Atlantic Union Bankshares Corp
UNCHANGED6,5216,52100%$317.9K$311.4K-$6.5K2024-04-16
Deutsche Bank Ag\
UNCHANGED6,0126,01200%$293.1K$287.1K-$6.0K2025-06-02
Diversified Trust Co
UNCHANGED5,6945,69400%$277.6K$271.9K-$5.6K2024-04-18
Captrust Financial Advisors
DECREASED5,66512,290-6,625-54%$599.1K$270.6K-$328.6K2024-05-15
Citadel Advisors LLC
NEW5,573—+5,573——$266.2K—2024-05-15
Goldman Sachs Group Inc
DECREASED5,3329,073-3,741-41%$442.3K$254.7K-$187.7K2024-05-15
Beacon Pointe Advisors, LLC
UNCHANGED5,3025,30200%$258.5K$253.2K-$5.2K2024-05-14
MetLife Investment Management, LLC
DECREASED5,19910,398-5,199-50%$506.9K$248.3K-$258.6K2024-05-14
American International Group, Inc.
DECREASED5,0715,114-43-1%$249.3K$242.2K-$7.1K2024-05-13
Woodard & Co Asset Management Group Inc
UNCHANGED5,0425,04200%$245.8K$240.8K-$5.0K2024-05-06
CoreCap Advisors, LLC
DECREASED4,8615,636-775-14%$274.8K$232.2K-$42.6K2024-08-08
Salzhauer Michael
UNCHANGED4,6044,60400%$224.4K$219.9K-$4.6K2024-04-26
New York State Common Retirement Fund
DECREASED3,9833,991-80%$194.6K$190.2K-$4.3K2025-10-08
Allworth Financial LP
UNCHANGED3,5603,56000%$173.6K$170.0K-$3.5K2024-04-25
Osaic Holdings, Inc.
INCREASED2,0272,014+13+1%$98.2K$96.9K-$1.3K2024-05-10
California State Teachers Retirement System
DECREASED1,0351,693-658-39%$82.5K$49.4K-$33.1K2024-05-16
Proequities, Inc.
UNCHANGED1,0001,00000%$48.8K$47.8K-$9902024-05-01
Ameritas Investment Partners, Inc.
UNCHANGED94294200%$45.9K$45.0K-$9332024-05-13
Legal & General Group Plc
UNCHANGED89289200%$43.5K$42.6K-$8832025-05-29
Metropolitan Life Insurance Co
UNCHANGED54954900%$26.8K$26.2K-$5442024-05-14
BNP Paribas Financial Markets
DECREASED5292,859-2,330-81%$139.4K$25.3K-$114.1K2024-05-01
Concord Wealth Partners
UNCHANGED50050000%$24.4K$23.9K-$4952024-04-30
FMR LLC
INCREASED491459+32+7%$22.4K$23.5K+$1.1K2026-11-05
Heritage Wealth Advisors
UNCHANGED31831800%$15.5K$15.2K-$3152024-12-12
Global Retirement Partners, LLC
INCREASED311309+2+1%$14.2K$14.8K+$5922024-04-23
Geneos Wealth Management Inc.
UNCHANGED868600%$4.2K$4.1K-$862024-05-03
Gamma Investing LLC
UNCHANGED484800%$2.2K$2.3K+$1182024-04-05
Nisa Investment Advisors, LLC
UNCHANGED252500%$1.2K$1.2K-$252024-05-02
PNC Financial Services Group, Inc.
INCREASED2311+12+109%$536$1.1K+$5622024-05-10
Russell Investments Group, Ltd.
UNCHANGED6600%$293$287-$62024-05-08
Avior Wealth Management, LLC
NEW2—+2——$95—2024-04-30
CWM, LLC
NEW2—+2——$0—2024-04-05
Covestor Ltd
NEW0—0——$0—2024-05-10
Smith Salley Wealth Management
CLOSED0124,702-124,702-100%$6.1M$0-$6.1M2024-05-02
New York Life Investment Management LLC
CLOSED030,189-30,189-100%$1.5M$0-$1.5M2024-05-06
Bank of America Corp
CLOSED012,879-12,879-100%$627.9K$0-$627.9K2025-03-18
Virtu Financial LLC
CLOSED012,276-12,276-100%$598$0-$5982024-05-20
Carolinas Wealth Consulting LLC
CLOSED010,164-10,164-100%$10.2K$0-$10.2K2024-05-15
Arlington Partners LLC
CLOSED09,209-9,209-100%$448.9K$0-$448.9K2024-04-16
SG Americas Securities, LLC
CLOSED05,607-5,607-100%$273$0-$2732024-05-06
Truist Financial Corp
CLOSED05,524-5,524-100%$269.3K$0-$269.3K2024-05-13
Water Island Capital LLC
CLOSED05,339-5,339-100%$260.3K$0-$260.3K2024-11-14
Voya Investment Management LLC
CLOSED05,043-5,043-100%$245.8K$0-$245.8K2025-02-07
ORG Partners LLC
CLOSED02,432-2,432-100%$118.6K$0-$118.6K2024-05-06
Tower Research Capital LLC (TRC)
CLOSED01,378-1,378-100%$67.2K$0-$67.2K2024-05-15
Amalgamated Bank
CLOSED0915-915-100%$45.0K$0-$45.0K2024-04-23
West Tower Group, LLC
CLOSED063-63-100%$3.1K$0-$3.1K2024-05-14
Showing 102 of 102 institutions